To link user records to customer, vendor, or contact records:Users are the people who use the Eclipse system. The system stores a record for each user in User Maintenance. In some cases, users may also be customers, contacts, and vendors. When this occurs, you must first create a record in the system for each type of user and then attach the name on that record to the user's maintenance record. For example:
For a user to purchase items from your company, the user must have a record in Customer Maintenance.
For a user to submit bills or expense reports to your company, the user must have a record in Vendor Maintenance.
To store address, phone and fax number information for a user, the user must have a record in Contact Maintenance.
From User Maintenance, you can then access the User Entity Data screen to link a user to their corresponding customer, contact or vendor record.
To link user records to customer, vendor, or contact records:
From the System > System Files > User Control menu, select User Maintenance to display the User Maintenance screen.
In the User ID field, enter a user's ID to display the corresponding record.
Press the Addl hot key to display the Additional Data screen.
Use the Entity Data hot key to display the User Entity Data screen.
Enter the name of the Customer, Contact, or Vendor with which this user is associated.
Press Esc three times to save the updated user record and exit User Maintenance.
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